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Timeline

Jen
January 12, 2017 11:47

The contact timeline keeps a chronological history of activity related to the customer or supplier. Every individual contact has their own timeline which will show activity related specifically to them. Where contact relationships exist a company level view will show activity from all the individuals in the company. This can be found by opening any one of the individuals records and then clicking on the company name at the top of the screen.

There are 7 different types of update:

Activities

Tickets

Emails

Orders

Accounts

Statuses

Notes & Calls

Under each type of update here's what will or won't create an entry on the timeline:

Activities

Action

Timeline update?

Details

Create new activity

No

New activities can be seen in the Activities information box.

Mark activity as complete

Yes

Completion date and time.

Add note to scheduled activity

Yes

Note entry is displayed.

Tickets

Action

Timeline update?

Details

Ticket status updates

Yes

Updates timeline even when customer is not notified

Ticket subject edited

Yes

Updates all existing entries on the timeline with the new subject

Replies to tickets

Yes

All replies are added to the timeline, even when no notifications are sent

Emails

Action

Timeline update?

Details

Send email from recent sales list

Yes

Records who sent the email and when. The entry can be expanded to view the email content.

Send email/statement from debtors report using email button

Yes

Records who sent the email or statement and when. An email can be expanded to see the content, a statement will display in full.

Email statement using icon on debtors report

Yes

Records who sent the statement and when. The statement can be seen as a PDF attachment.

Email statement from within customer record

Yes

Records who sent the statement and when. The statement can be seen as a PDF attachment.

Manual emailing of quote/order/invoice

Yes

Records who sent the document and when. The document can be seen as a PDF attachment. See also order updates.

Orders

Action

Timeline update?

Details

Create new order

Yes

Staff member, date and time, order ID, order status and total amount.

Order/credit status change

Yes

Staff member, date and time, order ID, order status changed to. Existing entries for the order will show current status.

Fulfilment

Yes

Goods-out note reference provided with date and time.

Note added to order/credit

Yes

Order ID and note details displayed.

Edit items on order

Yes

Original order post will display new total value.

Invoice/credit order

Yes

Time and date of invoicing and whether it was automatically emailed or not. See also accounts updates.

Manual email of invoice/credit

Yes

Date and time of sending with the invoice as a PDF attachment.

Create new credit

Yes

If cloned from a sales order details of the original sale and the new credit will be provided. Another entry will display the credit number and total amount.

Update address details

No

Accounts

Action

Timeline update?

Details

Invoicing/crediting

Yes

Details of the invoice number and that an accounting journal was created.

Payment received

Yes

Amount received and posted to accounts, the date, invoice reference and order ID. See also order updates.